Skip to content

Your partner in personalized, full-service wealth management

Your ally in the pursuit of financial freedom

We go beyond managing money—we focus on optimizing your financial journey by fusing technology, modern strategies, and core values like integrity, transparency, and balance. We provide honest, personalized advice and a proactive, high-touch experience.

Watch Video

Meet the team

Jack Di Nardo, CFP®, CLU®, EPC
Wealth Planner
Sameer Amin, MBA, CIM®
Portfolio Manager
Phillip Soares, CIM® , PFP®
Associate Portfolio Manager

Team values

1

Client-Centred Approach

At Wealth Works Financial, we prioritize the best interests of our clients, while adhering to our fiduciary duty. This personalized and ethical approach fosters trust as we guide clients along their financial journeys. By taking the time to understand each client’s goals and tirelessly following best practices, we deliver tailored strategies that create meaningful, successful outcomes. Each of our clients know their financial goals — in alignment with regulations — are our team’s top priority.

Values-Driven Philosophy

Grounded in integrity, transparency, and ethical practices, the Di Nardo Group builds relationships that go far beyond transactions. Jack and his team are dedicated to creating financial experiences rooted in trust and accountability. By focusing on the principles of care and honesty, they provide personalised guidance that reflects each client’s values and priorities. Their commitment to these core values ensures a consistent, ethical approach that inspires confidence and builds strong, lasting client partnerships.

2
3-2

Long-Term Relationships

Wealth Works Financial is committed to building partnerships that endure life’s complexities. By fostering genuine connections and offering thoughtful guidance, we create relationships that stand the test of time. Our team is dedicated to making clients and their families feel secure and confident throughout every stage of life. Our main focus is delivering stability and peace of mind as we help clients navigate challenges and achieve financial success.

Timeline

1979

Jack DiNardo graduated from St. Michael's College at the University of Toronto with a Bachelor of Arts in History and Political Science.

1990

Completed levels 1 and 2 of Canadian Accredited Insurance Broker (CAIB), specializing in advanced insurance planning and strategies.

1994

Achieved the Chartered Financial Consultant (ChFC) designation, enhancing his expertise in advanced financial planning.

1996

Jack achieved the Chartered Financial Consultant (CH.F.C.) designation, further enhancing his expertise in advanced financial planning.

1997

Became a Branch Manager under MFDA and a Compliance Officer for the OSC’s mutual funds division.

1997–2001

Served as Dealer Principal, overseeing compliance and regulatory operations.

2011

Established his current wealth planning team, dedicated to serving a select number of families with tailored financial strategies.

Supporting our community

Firstbook Logo

At Wealth Works Financial, we’re dedicated to supporting equitable education for children in low-income communities. Through our involvement with First Book Canada, we help remove barriers to learning and enable the provision of resources for educators and students. This reflects our commitment to fostering a brighter future through education.

logo-SickKids-320x200

Advancing pediatric health is a cause close to the heart of the Wealth Works Financial team. By contributing to SickKids, we support the process of groundbreaking research and the provision of world-class healthcare to children. Our involvement also offers hope and healing to families, underscoring our commitment to improving the lives of young patients.

Gord Downie Fund Logo

Fostering cultural awareness and unity is a priority for the Di Nardo Group. Through their support of the Gord Downie & Chanie Wenjack Fund, they contribute to reconciliation efforts and the promotion of understanding between Indigenous and non-Indigenous communities. Their involvement reflects a dedication to creating a more inclusive and compassionate society for future generations.

@ 2025 - Optimize Asset Management

Optimize Global Asset Management Inc. (operating as “Optimize Asset Management” or “Optimize”) is registered as a Portfolio Manager in all Canadian provinces. Optimize is also registered as an Investment Fund Manager in the province of Ontario and an Exempt Market Dealer in the provinces of British Columbia, Manitoba, Ontario, and Saskatchewan. Optimize Wealth Management Inc. (operating as “Optimize Wealth Management”) is a member of the Canadian Investment Regulatory Organization (“CIRO”) and the Canadian Investor Protection Fund (“CIPF”). Mortgage solutions are provided by Nesto Inc. Insurance solutions are offered through Optimize’s Managing General Agency, Financial Horizons Inc., and are available only through licensed representatives at Optimize. Investment and portfolio management is offered through Optimize, while financial services and solutions including financial planning, tax preparation, insurance solutions, debt management, and will preparation are provided through our affiliate, Optimize Family Office Services Inc. Investment advice is provided by licensed Optimize and Optimize Wealth Management Representatives only. Optimize does not provide legal, tax, real estate, or private equity advice. Nothing contained herein should be interpreted as such. "Optimize Financial Group" refers to the group of companies including the parent company Optimize Financial Group Inc., it's subsidiaries and affiliates.